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Disclosery

LVHI LEGG MASON ETF INVT

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FRANKLIN INTL LW (fund)

230 managers (233 13F filers) reported a position in LVHI shares at 2025-06-30, 56,260,748 shares in all. 42 filers opened a position and 22 filers sold out during the quarter.

Managers
230
13F filers
233
New
42
Added
131
Reduced
44
Sold out
22
Shares held by filers
56,260,748

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC7,923,349$258M0.09%+1,526,68313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,645,196$119M0.09%+1,023,05313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,248,611$106M0.01%+549,16413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,809,109$91.4M0.01%+648,59013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,600,468$84.6M0.2%+92,97613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,229,936$72.6M0.02%+41,66613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,959,799$63.8M0.02%+140,02213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,716,808$55.9M+135,182Timeline
COMMONWEALTH EQUITY SERVICES, LLC1,681,502$54.7M0.07%+525,86513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,617,080$52.6M0.01%+543,53913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,412,207$45.9M0.08%+633,19813F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,406,732$45.8M1.01%+168,29613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,225,630$39.9M0.01%+143,96713F-HRTimelineGroup
Cetera Investment Advisers1,162,067$37.8M0.06%+36,77513F-HRTimeline
FMR LLCin group FMR LLC1,113,592$36.2M<0.01%+928,61613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP951,348$31M0.03%+29,42713F-HRTimelineGroup
HighTower Advisors, LLC921,313$30M0.04%+68,70613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP790,018$25.8M0.02%+240,89213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA758,227$24.7M<0.01%+223,43913F-HR/ATimelineGroup
Insight Wealth Strategies, LLC718,824$23.5M2.97%-3913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC720,000$23.4M0.04%+357,67813F-HRTimelineGroup
Private Advisor Group, LLC680,690$22.2M0.12%+400,69313F-HRTimeline
MML INVESTORS SERVICES, LLC562,910$18.3M0.05%+72,35513F-HRTimeline
CWM, LLCin group CWM, LLC554,744$18.1M0.06%+137,39013F-HRTimelineGroup
Frontier Asset Management, LLC454,614$14.8M4.03%+57,59313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.449,160$14.6M0.12%+72,10913F-HRTimelineGroup
SK Wealth Management, LLC426,518$14.2M6.15%+11,18713F-HRTimeline
Pinnacle Financial Partners Inc431,691$14.1M0.3%+57,92213F-HRTimeline
Compass Wealth Management, LLC/GA402,543$13.1M7.01%13F-HRTimeline
Cornerstone Wealth Group, LLC363,924$11.8M0.89%-9,19013F-HRTimeline
Cedar Mountain Advisors, LLC346,485$11.3M2.34%+6,02713F-HRTimeline
World Investment Advisors345,194$11.2M0.26%+141,76413F-HRTimeline
Csenge Advisory Group319,426$10.6M0.56%-55513F-HRTimeline
Janney Montgomery Scott LLC303,245$9.87M0.03%+184,20613F-HRTimeline
Steward Partners Investment Advisory, L…295,920$9.63M0.08%+76,04913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC277,649$9.04M0.17%+222,94513F-HRTimelineGroup
Atria Investments, Inc264,802$8.62M0.1%+11,17813F-HRTimeline
Sanctuary Advisors, LLC237,653$7.74M0.05%+19,14313F-HRTimeline
Cambridge Investment Research Advisors,…232,708$7.58M0.02%-3,92813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.231,842$7.55M0.04%+105,41613F-HRTimeline
Boyce & Associates Wealth Consulting, I…211,111$6.87M6.27%+17,32813F-HRTimeline
Curran Financial Partners, LLC208,481$6.79M1.5%new13F-HRTimeline
VestGen Advisors, LLC199,656$6.5M0.26%+22,29013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC193,773$6.31M0.63%+12913F-HRTimeline
Per Stirling Capital Management, LLC.188,291$6.13M0.8%+2,24913F-HRTimeline
Atria Wealth Solutions, Inc.183,473$5.97M0.14%-34,54113F-HRTimeline
Federation des caisses Desjardins du Qu…176,380$5.74M0.03%+5,36413F-HRTimeline
Montis Financial, LLC174,409$5.68M1.58%+3,83113F-HRTimeline
IFP Advisors, Inc172,752$5.62M0.16%+33,37913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…169,788$5.6M0.01%-22,35313F-HRTimeline
SIERRA OCEAN, LLC159,163$5.18M3.74%+4,99413F-HRTimeline
BFSG, LLC155,898$5.07M0.57%new13F-HRTimeline
Haven Private, LLC146,358$4.76M2.11%+125,98413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…138,217$4.5M0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC132,312$4.31M0.12%+45,03413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding131,497$4.28M+702Timeline
American Alpha Advisors, LLC130,673$4.25M3.43%+104,95713F-HRTimeline
Ethos Financial Group, LLC127,898$4.16M0.36%+33,83313F-HRTimeline
FLOW TRADERS U.S. LLC127,764$4.16M0.15%new13F-HRTimeline
D.A. DAVIDSON & CO.126,814$4.13M0.03%+7,81213F-HRTimeline
Focus Financial Network, Inc.120,626$3.93M0.16%+3,77213F-HRTimeline
Lakeridge Wealth Management LLC118,400$3.85M1.77%+4,72713F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …115,624$3.76M2.19%+2,54213F-HRTimeline
Plan Group Financial, LLC115,403$3.76M1.24%+70,59513F-HRTimeline
Algorithmic Investment Models, LLC112,943$3.68M2.52%+95,21813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC112,691$3.67M0.05%-1,31813F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY111,718$3.64M3.2%+1,98313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …111,442$3.63M0.05%+18,42313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC110,516$3.6M0.01%+48,20013F-HRTimelineGroup
Meridian Wealth Management, LLC106,145$3.46M0.15%new13F-HRTimeline
Midwest Financial Network, LLC96,750$3.15M3.13%-2,70913F-HRTimeline
M Holdings Securities, Inc.96,372$3.14M0.54%+2,20113F-HRTimeline
Benchmark Financial Wealth Advisors, LLC95,360$3.1M1.03%+7,61013F-HRTimeline
Principle Wealth Partners LLC93,961$3.06M0.19%-27213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.86,611$2.82M<0.01%-16913F-HRTimelineGroup
KWB Wealth86,664$2.81M0.34%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC82,700$2.69M<0.01%+28,60013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…82,404$2.68M0.06%+6,67413F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.82,185$2.68M0.14%+2,64413F-HRTimelineGroup
Forefront Wealth Partners, LLC85,637$2.67M1.83%+30,50613F-HRTimeline
Jackson Wealth Management, LLC75,972$2.47M0.27%-1,63113F-HRTimeline
Centennial Wealth Advisory LLC69,930$2.28M0.72%+54,24313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED68,159$2.22M0.18%+6,38213F-HRTimeline
Perennial Investment Advisors, LLC67,153$2.19M0.21%+14,14613F-HRTimeline
WealthCare Investment Partners, LLC63,861$2.11M0.76%+11,49613F-HRTimeline
Perigon Wealth Management, LLC62,265$2.03M0.05%+26,10713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…61,994$2.02M0.26%+59,29913F-HRTimeline
Sigma Planning Corp61,805$2.01M0.06%+3,45713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC60,343$1.96M0.14%+45,85413F-HRTimeline
Cherry Creek Investment Advisors, Inc.59,355$1.93M0.91%+8,26013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC59,317$1.93M0.57%-56713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…57,675$1.88M0.04%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…53,406$1.74M0.09%-123,08313F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT51,504$1.68M0.2%+98013F-HRTimeline
Balefire, LLC48,989$1.59M0.35%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC48,139$1.57M0.02%-1,85913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC48,106$1.57M0.12%+4,00113F-HRTimeline
Maia Wealth LLC43,944$1.43M0.27%+23,91713F-HRTimeline
Freestate Advisors LLC43,747$1.42M1.27%+6,38113F-HRTimeline
Provident Wealth Management, LLC43,087$1.4M0.46%+99513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …42,842$1.4M0.1%-8,39313F-HRTimelineGroup
Dynamic Advisor Solutions LLC41,342$1.35M0.04%+6,86013F-HRTimeline
Orion Porfolio Solutions, LLC40,979$1.33M0.01%+36413F-HR/ATimeline
Gladstone Institutional Advisory LLC40,962$1.33M0.06%+47813F-HRTimeline
Huntleigh Advisors, Inc.40,623$1.32M0.26%new13F-HRTimeline
Bay Capital Advisors, LLC40,267$1.31M1%+26,96413F-HRTimeline
Trilogy Capital Inc.39,598$1.29M0.06%-6,35613F-HRTimeline
RAINIER FAMILY WEALTH INC39,371$1.28M1.28%+12,40513F-HRTimeline
PFG Advisors38,605$1.26M0.06%-6,51613F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.38,995$1.25M0.66%-34613F-HRTimeline
Global Retirement Partners, LLC38,473$1.25M0.03%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …36,008$1.24M0.05%+6913F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC37,909$1.23M0.21%new13F-HRTimeline
Mutual Advisors, LLC36,023$1.22M0.03%new13F-HRTimeline
Empirical Asset Management, LLC37,224$1.21M0.37%+53713F-HRTimeline
L.M. KOHN & COMPANY33,503$1.09M0.29%+15213F-HRTimeline
WEDBUSH SECURITIES INC31,957$1.04M0.04%+2,07913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/31,512$1.03M<0.01%-4,92413F-HRTimelineGroup
&PARTNERS29,882$973K0.01%new13F-HRTimeline
Aviance Capital Partners, LLC29,075$946K0.12%-2,69813F-HRTimeline
CROBAN28,320$921K0.79%+1,79913F-HRTimeline
CHOREO, LLC28,081$914K0.01%+7613F-HRTimeline
Qube Research & Technologies Ltd27,186$885K<0.01%+20,04613F-HRTimeline
Golden State Wealth Management, LLC26,827$873K0.11%+4,31513F-HRTimeline
IEQ CAPITAL, LLC26,813$873K0.01%013F-HRTimeline
Regal Investment Advisors LLC26,387$859K0.06%new13F-HRTimeline
Efficient Advisors, LLC25,937$844K0.05%new13F-HRTimeline
Fortitude Financial, LLC39,654$814K0.72%new13F-HRTimeline
Shore Point Advisors, LLC24,861$809K0.39%+31013F-HRTimeline
HBW ADVISORY SERVICES LLC24,666$803K0.1%+61413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,946$779K0.05%+4,44313F-HRTimelineGroup
Fermata Advisors, LLC23,909$778K0.21%-201,82413F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…23,071$751K0.85%-78813F-HRTimeline
CIBC WORLD MARKET INC.23,068$751K<0.01%+9,01713F-HRTimeline
Fortis Group Advisors, LLC22,359$746K0.14%+85813F-HRTimeline
Axis Wealth Partners, LLC21,792$709K0.47%+3,43313F-HRTimeline
True Vision MN LLC21,504$700K0.39%+44113F-HRTimeline
Advisory Services Network, LLC20,987$700K0.01%-56113F-HRTimeline
Valued Retirements, Inc.21,398$697K0.79%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC20,323$662K0.14%+1,35113F-HR/ATimeline
Robertson Stephens Wealth Management, L…20,004$651K0.02%+9,69913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,365$630K<0.01%new13F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC19,040$622K0.24%+1,05313F-HRTimeline
SCOTIA CAPITAL INC.19,002$619K<0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,692$608K0.02%-2,26113F-HRTimelineGroup
IFG Advisory, LLC18,355$597K0.03%+5,97413F-HRTimeline
J.W. COLE ADVISORS, INC.17,980$585K0.01%+7,52613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,762$578K0.02%-67113F-HRTimelineGroup
VestGen Investment Management17,482$569K0.41%+2,23213F-HRTimeline
Coppell Advisory Solutions LLC17,323$565K0.07%new13F-HR/ATimeline
Park Square Financial Group, LLC17,365$565K0.41%-2,45413F-HRTimeline
PFG Investments, LLC17,148$558K0.03%+5,54313F-HRTimeline
GeoWealth Management, LLC16,000$521K0.02%-102,64713F-HRTimeline
Arete Wealth Advisors, LLC15,670$510K0.04%+7,67713F-HRTimeline
Meridian Financial Advisors, LLC15,569$507K0.33%+9,33813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,385$501K0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.15,351$500K<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,206$495K<0.01%new13F-HR/ATimelineGroup
Waverly Advisors, LLC15,203$495K0.01%+4,86113F-HRTimeline
COMERICA BANK14,595$475K<0.01%-8713F-HRTimeline
Total Clarity Wealth Management, Inc.14,535$473K0.14%-8,14813F-HRTimeline
Magnus Financial Group LLC14,239$463K0.04%013F-HRTimeline
Galvin, Gaustad & Stein, LLC14,168$461K0.04%+3,15013F-HRTimeline
Savvy Advisors, Inc.14,164$461K0.03%+7,12713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,613$443K<0.01%+3,14913F-HR/ATimelineGroup
Strategic Blueprint, LLC13,442$438K0.02%-1,41413F-HRTimeline
Arkadios Wealth Advisors12,793$416K0.01%+1,30213F-HRTimeline
BFI Infinity Ltd.12,710$413K0.35%+1,25513F-HR/ATimeline
Kovack Advisors, Inc.12,576$409K0.04%+1,79613F-HRTimeline
Rathbones Group PLC12,518$407K<0.01%+9513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.12,034$392K0.04%new13F-HRTimeline
AdvisorNet Financial, Inc11,725$382K0.02%+6,05513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,683$380K0.03%+813F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.11,498$374K<0.01%+10,29613F-HRTimelineGroup
IHT Wealth Management, LLC11,422$372K0.01%+8213F-HRTimeline
Farther Finance Advisors, LLC10,963$357K0.01%+26313F-HRTimeline
Trademark Financial Management, LLC10,919$355K0.22%-17,30213F-HRTimeline
Berger Financial Group, Inc10,845$353K0.02%-2413F-HRTimeline
GTS SECURITIES LLC10,774$351K0.02%new13F-HRTimeline
LexAurum Advisors, LLC10,480$341K0.05%+7513F-HRTimeline
Nova Wealth Management, Inc.10,221$333K0.24%+5,23613F-HRTimeline
Ignite Planners, LLC10,061$331K0.06%-33413F-HR/ATimeline
Nautilus Advisors LLC9,934$323K0.24%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,757$318K<0.01%+36013F-HRTimelineGroup
Clarus Group, Inc.9,725$317K0.12%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,483$309K<0.01%+4,25813F-HRTimelineGroup
Marks Group Wealth Management, Inc9,310$303K0.03%new13F-HRTimeline
Creekside Partners9,143$298K0.14%013F-HRTimeline
Belpointe Asset Management LLC8,848$288K0.01%013F-HRTimeline
PRIVATE TRUST CO NA8,606$280K0.03%+1,51213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,119$264K0.02%+25113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,033$261K0.02%+70413F-HRTimeline
Foundations Investment Advisors, LLC7,845$255K<0.01%new13F-HRTimeline
Atlas Private Wealth Advisors7,564$246K0.03%new13F-HRTimeline
Western Wealth Management, LLC7,195$234K0.01%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…6,925$225K0.1%new13F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC6,805$222K0.02%013F-HRTimeline
Clear Point Advisors Inc.6,478$211K0.18%+10513F-HRTimeline
Atlantic Private Wealth, LLC6,457$210K0.14%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,450$210K0.03%new13F-HRTimeline